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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,826 | $55,889-41.3% | $76,119-56.9% | $80,935-59.4% |
| Participation rate | 89.2% | 62.1%+27.1pp | 69.1%+20.1pp | 67.7%+21.5pp |
| Annual return | 0.18% | 20.58%-20.4pp | 361.25%-361.1pp | 35.66%-35.5pp |
| Employer contribution / active EE | $2,225 | $1,866+19.2% | $2,693-17.4% | $2,757-19.3% |
| Participant deferral / active EE | $0 | $3,051-100.0% | $4,259-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,448 | $5,241-72.4% | $6,421-77.5% | $6,924-79.1% |